The Appleby Charitable Foundation

Sarasota, FLPrivate foundation / grantmaker EIN 93-6729583Revenue $680K in FY2024

On file with the IRS1515 Ringling Blvd 1100 · Sarasota, FL

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average deficit $68K a year · 18% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
990-PF Pt I · 2 filings
10 mo
of spending, in cash
Looks good: 10.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$680K
×12 vs prior year
Spent
$873K
Net assets
$14.0M
By yearFY2023–FY2024
Revenue
$680K
FY2024▲ ×12
Tap a bar for its year
Revenue by fiscal year
FY2023$58K
FY2024$680K
Expenses
$873K
FY2024
Tap a bar for its year
Expenses by fiscal year
FY2023$0
FY2024$873K
Net assets
$14.0M
FY2024▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2023$12.4M
FY2024$14.0M

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 74% · $649K Operating & administrative 26% · $224K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Something off? Claim to add context

Programs and updates

A private foundation based in Sarasota, FL.

Questions for The Appleby Charitable Foundation

Tap to ask. The Appleby Charitable Foundation sees how many people are interested.

Your first name shows with your question. The Appleby Charitable Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 53 grants · $649K · 2024–2024
Asheville Art MuseumFY2024$100,000
Young Harris CollegeGA · FY2024$65,000
Minorities in Sharks ScienceFY2024$50,000
Vanderbilt UniversityTN · FY2024$20,000
University of ChicagoIL · FY2024$20,000
Sarasota Audubon Society INCFL · FY2024$20,000
Northeast Wilderness TrustVT · FY2024$20,000
Individual RecipientFY2024$20,000
Planned Parenthood of Southwest and Central FloridaFY2024$15,000
Individual RecipientFY2024$15,000
Florida Studio Theatre INCFL · FY2024$15,000
Conservation FoundationFY2024$15,000
Individual RecipientFY2024$10,000
Academy at Glengary INCFL · FY2024$10,000
See all 53 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV24
Average grantPart XV$12K
Median grantPart XV$5K
Largest grantPart XV$100K
Top cause focusNTEEArts & Culture (13%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$680K
Investment income$679K
Other income$450
Money out
$873K
Grants paid$649K
Running costs$224K
Owns and owes
$14.0M
net assets
Cash and savings$740K
Total assets$14.0M
Liabilities$0
2In more detail
Revenue in detail
Investment income$679K
Other income$450
Total revenue$680K
Assets in detailEnd of year
Cash and savings together$740K
Total assets$14.0M
Liabilities$0
Net assets$14.0M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $680K$873K−$193K$14.0M 990 PDF
FY2023 $58K$0$58K$12.4M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.